Senior Financial Planning Analyst

Weekday AI (YC W21); Maharashtra; On-site; INR 2,500,000 - 4,200,000; Full time

Job summary

Weekday AI (YC W21) is seeking a Senior Financial Planning Analyst for a Pune-based client. The role emphasizes FP&A, forecasting, budgeting, and strategic decision-making, requiring 5+ years of experience and advanced Excel skills.

You will develop financial models, evaluate performance, produce management and investor reports, and provide data-driven insights to support sustainable growth in a fast‑paced, high‑growth environment.

Qualifications

• 5+ years of FP&A, business finance, financial analysis, or business analyst experience.
• Experience in organizations with VC/PE funding rounds.
• Strong hands-on financial modeling and business planning.
• Advanced MS Excel proficiency mandatory.
• Analytical, quantitative, and problem-solving skills.
• Experience preparing structured management and investor reports.
• Ability to work independently while collaborating with leadership.

Responsibilities

• Lead financial planning, forecasting, budgeting, and performance analysis.
• Build and maintain detailed financial models for planning and decisions.
• Analyze performance, identify trends, and provide actionable insights.
• Collaborate with stakeholders to understand KPIs, risks, and growth opportunities.
• Prepare management dashboards, forecasts, and performance reviews.
• Support investor reporting and business updates.
• Develop scenario analyses and financial projections.
• Track variances against budgets and forecasts.
• Support annual operating planning processes.
• Improve financial visibility and decision-making across functions.
• Ensure timely, accurate reporting and compliance.

Skills

FP&A

Financial Modeling

Business Planning

Advanced Excel

Tools

MS Excel

Job description

This role is for one of Weekday's clients

Min Experience: 5+ years

Location: Pune

JobType: full-time

We are looking for a highly analytical and detail-oriented Senior Financial Planning Analyst to support financial planning, business performance analysis, forecasting, and strategic decision-making.

The role will work closely with business and leadership teams to develop financial models, evaluate business performance, prepare management and investor reporting, and provide data-driven insights that support sustainable growth.

The ideal candidate will have strong hands‑on expertise in FP&A, financial modeling, business planning, and advanced Excel, along with the ability to operate effectively in a fast‑paced, high‑growth environment.

Key Responsibilities

• Lead financial planning, forecasting, budgeting, and business performance analysis


• Build and maintain detailed financial models to support business planning and strategic decisions


• Analyze financial and operational performance, identify trends, and provide actionable insights to management


• Partner with business stakeholders to understand key performance drivers, risks, and growth opportunities


• Prepare structured management reports, financial dashboards, forecasts, and performance reviews


• Support the preparation of investor reports, business updates, and other financial communications


• Develop scenario analyses and financial projections to evaluate business strategies and potential outcomes


• Track actual performance against budgets and forecasts and investigate key variances


• Support strategic planning and annual operating planning processes


• Work with cross-functional teams to improve financial visibility, planning accuracy, and decision-making


• Ensure financial analysis and reporting are accurate, structured, and delivered within timelines


• Operate effectively in a fast‑paced, high‑growth environment with evolving priorities

Requirements

• 5+ years of experience in FP&A, Business Finance, Financial Analysis, or Business Analyst roles


• Prior experience working in organizations that have raised multiple funding rounds from VC or PE investors


• Strong hands‑on experience in financial modeling and business planning


• Advanced proficiency in MS Excel is mandatory


• Strong analytical, quantitative, and problem-solving skills


• Experience preparing structured management and investor reports


• Strong understanding of financial planning, forecasting, budgeting, and variance analysis


• Ability to work independently while collaborating effectively with business and leadership stakeholders


• Comfortable operating in a fast‑paced, high‑growth environment with changing priorities

Good‑to‑Have Skills

• Financial Modeling


• Scenario Planning


• Forecasting & Budgeting


• Business Performance Analysis


• Investor Reporting


• Advanced Excel

Key Competencies

• Financial Planning & Analysis


• Financial Modeling


• Business Planning


• Data Analysis


• Forecasting


• Budget Management


• Management Reporting


• Investor Reporting


• Strategic Thinking


• Analytical Problem Solving


• Stakeholder Management